Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Diversified Mid Cap Gr I Registered Investment Company in their Schedule of Assets, totaling $814K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ORTHOPEDIC & FRACTURE CLINIC, P.C. ORTHOPEDIC & FRACTURE CLINIC, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 184 | $47.8M | $544K |
| 2 | THE EXPERT INSTITUTE THE EXPERT INSTITUTE RETIREMENT TRUST | NEW YORK NY | 175 | $10.7M | $236K |
| 3 | ADVANTAGE SERVICES GROUP LLC |
LITTLETON CO |
| 307 |
| $5.2M |
| $34K |
